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Siddharth Dalal

 
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  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @Frank - Let's see them satisfy SolarCity's demand first. But there is no reason other big players would not be interested in Tesla batteries.
    Aug 29 04:57 PM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @chipdoctor - this is good news. hopefully some concrete announcements are made so I know whether to lease a new Leaf or extend my lease a year.
    Aug 29 04:56 PM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "Between these companies, they have billions to spend and could build a global network within the range of one yearly R&D budget."

    - then whats stopping them?
    Aug 29 02:41 PM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @Dave this is fantastic, if it actually shows up. GM now just needs to start building a supercharging network.
    Aug 29 02:02 PM | 1 Like Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "Fit sized 205 mile on the EPA test cycle $35k car" - nice :)
    Aug 29 01:48 PM | 1 Like Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @BatteryKing - I've been adding Tesla on dips. I have a small position in SCTY. Other than that I'm heavily invested in solars (SPWR, JKS, JASO). I haven't looked at any materials suppliers.
    Aug 29 10:57 AM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @Dave - "I assume prices for the Tesla packs now used are similar, but I have not checked." - I see
    Aug 29 10:48 AM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "Daimler do their packs for $284kwh if you chose to buy them instead of leasing them." - you mean the Tesla packs in the B Class Electric?
    Aug 29 09:57 AM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @AlphaCoils - thanks!
    Aug 29 08:30 AM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @Frank - Here is the competition: Includes Samsung, GE, NEC etc.
    http://bit.ly/1n2OGMN
    http://bit.ly/1n2OFsp
    http://bit.ly/1n2OGN0
    http://bit.ly/1n2OFIG
    http://bit.ly/1n2OFIM

    "The present cheap at night high during the day" - you realize that batteries can make it cheap all the time right?
    Aug 29 08:25 AM | 1 Like Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @Antonio - Tesla's battery cost is way less than $500/kWh. $500/kWh is a low estimate for what companies like Samsung SDI are charging for grid energy storage batteries.

    "[[Planned local acquisition of materials.]]" - that means that they plan to acquire most materials from North America.
    Aug 29 08:21 AM | Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "The other companies actually care about profits." - this is a problem. If you only care about short term profits and shareholders while not caring about customers, you lose both.
    Aug 29 08:20 AM | 1 Like Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "What are you doing fooling around with storage, when you admit you have not got a clue about the technology?"

    That's like telling people not to invest in Microsoft because they don't write code. Just because I don't know battery chemistry doesn't mean I don't understand the implications of what Tesla is doing.
    Aug 28 04:53 PM | 5 Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    "The PANASONIC batteries Tesla uses were not designed or optimised for home or grid storage."

    - this is where you miss the point. It is not in the cell but in the pack where the magic is and the home storage pack may or may not use the same cell as the auto pack. You don't know and I don't know.

    "You simply can't get your head around the fact that BEV car batteries and the much heavier batteries for homes and the grid are two totally different technologies"

    - what has either of those things go to do with the fact that Tesla can make both of those better than anyone else so far?

    "What you are arguing is rather like saying that Boeing are rather good at building planes, and so they must be fantastic at producing heavy earth moving equipment."

    - what you are arguing is that someone will make better/cheaper batteries than Tesla without a shred of evidence that they will or can.
    Aug 28 04:44 PM | 4 Likes Like |Link to Comment
  • Understanding The Scale Of Tesla's Battery Pack Production [View article]
    @solucky - exactly my point. No cars and no chargers - chicken and egg problem - http://seekingalpha.co...
    Aug 28 04:42 PM | 4 Likes Like |Link to Comment
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